Founder & CEO Bond Angle, LLC, Bond Angle, LLC

Vicki Bryan

Vicki Bryan founded Bond Angle in 2018, after more than 20 years in investment management and research, with a primary focus in high yield and distressed markets and selected coverage in investment-grade fixed income and equity. 

Vicki Bryan's Bond Angle provides insightful commentary and analysis on high yield bond markets and market movers, including financial, economic, and industry catalysts, noted for spotting management stumbles and shenanigans early and often. Follow Vicki at bondangle.substack.com and on Twitter @VickiBryanBondA and LinkedIn.

Founder & CEO Bond Angle, LLC

Tesla's Pending China Sales and Model S Plaid—with an Asterisk

Tesla Goes to Record Extremes To Create Q1 "Profits"

We're Not Surprised Tesla Has Quietly Delayed Deliveries Of "Refreshed" Models S & X

Bond Angle, LLC

Insightful commentary and analysis on bond markets and market movers, including financial, economic, and industry catalysts and management shenanigans. 

High yield market investment research

Credit

<a href="https://economictimes.indiatimes.com/news/international/business/tesla-puts-brake-on-shanghai-land-buy-as-u-s-china-tensions-weigh-sources/articleshow/82544420.cms" target="_blank" rel="noopener">Reuter’s reported</a> on Tuesday that <a href="https://www.smartkarma.com/entities/tesla-motors-inc" target="_blank" data-smartkarma-citation="entities:20279:1" rel="noopener">Tesla Motors (TSLA US)</a> has “halted plans to buy land to expand its Shanghai plant and make it a global export hub.”While the market chewed over that, <a href="https://youwuqiong.com/zhengzhi-jingjixue-shehuipinglun/2021%E5%B9%B44%E6%9C%88%E6%96%B0%E8%83%BD%E6%BA%90%E4%B9%98%E7%94%A8%E8%BD%A6%E9%94%80%E9%87%8F%E5%88%86%E6%9E%90/" target="_blank" rel="noopener">China’s Passenger Car Association</a> reported that Tesla’s monthly Made-In-China (MIC) deliveries dropped 27% in April versus March.And that Tesla exported 21% more of those cars than it sold locally in China.Now that is a big problem, one I’ve been tracking for more than six months. And it seems to be getting worse—as I projected.

Reuter’s reported on Tuesday that Tesla Motors (TSLA US) has “halted plans to buy land to expand its Shanghai plant and make it a global export hub.”While the market chewed over that, China’s Passenger Car Association reported that Tesla’s monthly Made-In-China (MIC) deliveries dropped 27% in April versus March.And that Tesla exported 21% more of those cars than it sold locally in China.Now that is a big problem, one I’ve been tracking for more than six months. And it seems to be getting worse—as I projected.

Tesla

Tesla's Troubles in China Are Heating Up